Senior Manager/Manager/Senior - Transaction Advisory

Senior Manager/Manager/Senior Associate – Transaction Advisory Services

Job purpose

The Transaction Advisory team at Bennett Thrasher is seeking Senior and Manager candidates to join a dynamic, growing firm. Working as an individual or as a part of a team, the individual(s) will facilitate/lead buy-side, sell-side and related transaction advisory engagements.

Duties and responsibilities

• Works effectively in teams to provide quality service to clients
• Gains a comprehensive understanding of client operations, processes and business objectives, and utilizes that knowledge throughout engagements
• Communicates appropriately (both verbally and electronically) to clients and firm associates
• Understanding of fundamental accounting concepts and application of those concepts in the financial due diligence work.
• Ability to work across multiple projects under tight time frames while maintaining precision with our work product.
• Responsible for the development of financial data books, including ledger-level build up and trending of the income statement and balance sheet and related sub-schedules.
• Preparation of quality of earnings, cash proof, working capital, net debt and other ad-hoc financial analyses.
• Ability to manage and prepare data requests as well as tracking of key issues identified during the deal process.
• Coordination and facilitation of conference calls and management meetings with client and target companies.
• Copious note taking ability as well as project organization and management skills.
• Drafting of financial due diligence and related reports for clients.
• Effectively manages staff, as needed
• Contributes and supports new ideas on internal processes and client engagements
• Works with members of the engagement team and management to identify and resolve any client issues discovered during engagements
• Practices timely and effective communication to management and engagement team regarding performance, including any related obstacles
• Gives and receives feedback to minimize repeated errors and apply new concepts
• Takes ownership of assignments to ensure timely completion and professional development
• Comfortable interacting and leading discussions with peers, managers, and clients.
• Demonstrates integrity, objectivity and a high standard of ethics
• Participates in industry and community networking events to expand professional connections.

Qualifications

Qualifications include:

• Undergraduate degree required
• CPA required for Manager/Sr. Manager candidates
• CPA preferred for Senior candidates, but not required; must be CPA eligible
• Prior transaction advisory experience preferred.
• Advanced knowledge of generally accepted accounting principles and financial statements is required
• Demonstrates appropriate understanding of financial reporting and analytics
• Proficiency in Excel modeling
• Excellent written and verbal communication skills
• Strong commitment to professional and client service excellence
• Proven time management, organizational and prioritization skills
• Ability to travel for engagements, if needed

Bennett Thrasher is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

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